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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
When a group of banks revises the same forecast the same direction, this is what changed and why — which firms revised their view, which way, and the reasons they cited. A free record of bank-consensus revisions across FX, oil, and gold, detected daily and tracked over time.
The Tape — live bank moves →| Series | Dir | Firms | Δ Consensus | Status | When | What changed |
|---|---|---|---|---|---|---|
| EURUSD | ▼ Bear | 3 | +0.05% | ● live | 7d ago | Three firms turn bearish on EURUSD amid hawkish Fed and dollar-supportive drivers Hawkish Fed / higher-for-longer US rates · 2 firms |
| USDINR | ▲ Bull | 2 | +1.13% | ● live | 8d ago | Two banks shift USDINR forecasts more bullish over two weeks Year-end target revised higher from prior level · 2 firms |
| Series | Dir | Firms | Δ Consensus | Status | When | What changed |
|---|---|---|---|---|---|---|
| GBPUSD | ▼ Bear | 2 | +0.29% | closed | 2w ago | Two firms turn more bearish on GBPUSD amid dollar-driver debate Treasury actions seen as dollar negative · 1 firm |
| USDJPY | ▲ Bull | 4 | +1.58% | closed | 3w ago | Four firms shift USDJPY forecasts bullish, citing higher year-end targets Higher year-end USDJPY target set · 2 firms |
| EURUSD | ▲ Bull | 2 | -0.01% | closed | 3w ago | Two banks turn bullish on EUR/USD, citing softer-dollar dynamics Broad softer-dollar environment supports EUR · 1 firm |
| AUDUSD | ▲ Bull | 2 | +0.48% | closed | 4w ago | Two banks raise AUDUSD targets, turning bullish on Aussie Year-end target raised, AUD seen stronger · 2 firms |
| GBPUSD | ▲ Bull | 2 | +0.10% | closed | 4w ago | Two firms turn bullish on GBPUSD amid softer US labor data Softer US labor data and dovish wage growth · 1 firm |
| USDJPY | ▲ Bull | 2 | +2.14% | closed | 5w ago | Two firms turn more bullish on USDJPY over two weeks, citing yen weakness and a dovish Fed lean Yen expected weaker vs dollar; target raised · 1 firm |
| EURUSD | ▲ Bull | 2 | -0.16% | closed | 5w ago | Two firms shift EURUSD bullish on softening Fed outlook Softening Fed outlook supports EUR upside · 1 firm |
| EURUSD | ▼ Bear | 4 | -0.58% | closed | 6w ago | Four banks cut EURUSD year-end targets, all pointing to a stronger dollar Lowered EURUSD target, sees euro weaker vs dollar · 3 firms |
| USDJPY | ▲ Bull | 2 | +0.99% | closed | 7w ago | Two banks raise USD/JPY year-end targets in same direction Higher year-end USD/JPY target · 2 firms |
| USDJPY | ▲ Bull | 2 | +0.47% | closed | 2mo ago | Two banks raise USDJPY year-end targets, signaling further yen weakness Year-end target raised for USDJPY · 2 firms |
| EURUSD | ▼ Bear | 4 | -1.54% | closed | 2mo ago | Four firms turn more bearish on EUR/USD, cutting year-end targets Lower year-end EUR/USD target · 2 firms |
| EURUSD | ▼ Bear | 3 | -1.62% | closed | 2mo ago | Three firms shift EURUSD bearish on Fed and oil price drivers US rates seen too low, risk of move higher · 1 firm |
| USDJPY | ▲ Bull | 2 | +0.49% | closed | 3mo ago | 2 banks turn USDJPY bullish over ~2 weeks on strong US jobs data and hawkish Fed risk Strong US payrolls beat · 1 firm |
| GBPUSD | ▼ Bear | 2 | -0.59% | closed | 3mo ago | Two banks turn bearish on GBPUSD over two weeks as strong US jobs data fuels hawkish Fed repricing Strong US payrolls shift Fed risks hawkish, lifting USD · 1 firm |